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Sales & Service Representative
Sales & Service Representative-March 2024
Rocklin
Mar 28, 2026
About Sales & Service Representative

  Description:

  Support inbound calls from members and perform financial transactions

  Proactively identify and recommend the best products and services for members' needs

  Maintain knowledge of services such as insurance, investments, and mortgage

  Provide 5-star customer service to all members and create a lasting impression

  Meet quarterly metrics and service objectives, along with meeting quarterly sales goals

  Skills & Qualifications:

  Minimum 1 year of previous experience in a fast-paced customer service role required

  Ability to listen to member needs and suggest appropriate financial products tailored to their needs

  Must be comfortable meeting deadlines and working within a fast-paced environment while providing stellar customer service

  Possess excellent listening skills with the ability to ask probing questions, overcome objections, and understand member concerns

  Strong critical thinking and decision-making skills

  Hours of Operation: Monday-Friday 6:00am-6:30pm

  Training Start Date: February 5th

  About TEKsystems:

  We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

  The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

  We are an equal opportunity employers and will consider all applications without regard to race, genetic information, sex, age, color, religion, national origin, veteran status, disability or any other characteristic protected by law. To view the EEO is the law poster click here. Applicants with disabilities that require an accommodation or assistance a position, please call 888-472-3411 or email [email protected]. This is a dedicated line designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Messages left for other purposes will not receive a response.

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